WealthPLAN Partners’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-234
| Closed | -$7.15K | – | 495 |
|
|
2023
Q2 | $7.15K | Hold |
234
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $7.39K | Buy |
+234
| New | +$7.39K | ﹤0.01% | 930 |
|
|
2017
Q4 | – | Sell |
-40,285
| Closed | -$937K | – | 223 |
|
|
2017
Q3 | $937K | Buy |
40,285
+3,263
| +9% | +$75.9K | 0.26% | 77 |
|
|
2017
Q2 | $839K | Buy |
+37,022
| New | +$839K | 0.24% | 78 |
|
|
2016
Q3 | – | Sell |
-129
| Closed | -$3 | – | 977 |
|
|
2016
Q2 | $3 | Buy |
+129
| New | +$3 | ﹤0.01% | 2570 |
|
|
2015
Q4 | $6 | Buy |
+258
| New | +$6 | ﹤0.01% | 1726 |
|
|
2015
Q2 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 350 |
|